See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,410 | $109,982-96.0% | $97,226-95.5% | $145,922-97.0% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.8pp |
| Annual return | 20.70% | 242.90%-222.2pp | 75.13%-54.4pp | 561.29%-540.6pp |
| Employer contribution / active EE | $659 | $3,084-78.6% | $2,729-75.8% | $4,660-85.9% |
| Participant deferral / active EE | $793 | $4,676-83.0% | $4,264-81.4% | $6,688-88.1% |
| Admin fee / account holder | $5 | $6,221-99.9% | $5,654-99.9% | $13,397-100.0% |